My best month so far since I started actively investing in January 🙌🏼

Decisive factors were:

$GLXY (+1,63%) +55%

$IREN (-0,2%) +71%

$MTM (+16,08%) +74%

$NBIS (+9,18%) +80%

as some of you here already know. These stocks have played a large part in the good performance of my portfolio.

Today, after $UUUU (+11,09%) , $MP (+4,86%) and $PPTA (+1,7%) with $MTM (+16,08%) the next stock cracked the 100% mark. It took a little longer here at 3 months, but I can live with that.

After I posted again last week about commodities in general and rare earths in particular, I would like to take stock of the stocks I have in my portfolio today.

$MP (+4,86%) The next stage is being ignited again today. This is the largest position in this area, as a savings plan is running there. So far + 65%

https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3T70NZ:0/

$SCZ (-4,39%) with 15% in 2 weeks a solid start

$PMET (-1,08%) 20% in the first two weeks also good

$MTM (+16,08%) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (+11,09%) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+1,7%) so far + 53% and

$CDE (-0,93%) + 24%.

So I think commodities should not be missing from any portfolio as an admixture, and not just for dividend reasons.